Harley-Davidson, Inc.'s SEC filings document operating results, governance, capital actions and financial-services arrangements for a Wisconsin corporation whose common stock trades on the New York Stock Exchange under HOG. Form 8-K reports furnish quarterly and annual financial results, strategic-plan disclosures, share-repurchase activity and material events involving Harley-Davidson Motor Company and Harley-Davidson Financial Services.
Proxy filings cover board composition, director elections, executive compensation and shareholder voting matters. Other current reports document executive transitions, compensatory arrangements and material agreements, including completed HDFS transactions with KKR and PIMCO-related entities. The filings also identify the company’s registered common stock, reporting controls and exhibit records tied to earnings releases and corporate events.
Donald Smith & Co., Inc. reported beneficial ownership of 10,016,874 shares of Harley-Davidson, Inc. common stock, representing 8.96% of the class as disclosed on the Schedule 13G filing. The filing states sole voting power of 9,712,420 shares and sole dispositive power of 9,923,550 held by Donald Smith & Co., Inc., and a separate 93,324 share position held by DSCO Value Fund, L.P.
The filing clarifies that Donald Smith & Co., Inc. acts as an investment adviser and does not serve as custodian; ultimate voting and investment power for these shares rests with the advisory clients. The filing is signed by Richard L. Greenberg, CEO and Co-CIO, dated 05/13/2026.
Harley-Davidson, Inc. Chief Legal Officer Paul J. Krause reported an open-market sale of 1,564 shares of Common Stock at $26.00 per share on May 11, 2026. After the sale, he directly holds 30,012 shares and indirectly holds 598.2495 shares through a 401(k) plan. The sale was executed under a pre-arranged Rule 10b5-1(c) trading plan adopted on November 14, 2025.
Harley‑Davidson, Inc. notice of proposed sale of common stock under Form 144 by an affiliate/broker arrangement. The filing lists proposed dispositions of 1,013 shares dated 02/03/2023, 414 shares dated 02/05/2023, and 137 shares dated 02/09/2023, each labelled Restricted Stock Lapse and Equity Compensation.
The excerpt names Charles Schwab & Co., Inc. with an address and several numeric identifiers; exchange is shown as NYSE. The filing appears routine and administrative in nature.
Harley-Davidson, Inc. reported much weaker results for the quarter ended March 31, 2026, with net income attributable to the company of $24.8 million versus $133.1 million a year earlier. Diluted earnings per share fell to $0.22 from $1.07.
Total revenue declined to $1.17 billion from $1.33 billion as financial services revenue dropped sharply, to $111.9 million from $245.0 million, while motorcycles and related products revenue eased modestly. Operating income decreased to $23.5 million from $160.5 million, reflecting lower income and higher selling, administrative and engineering expense.
Cash flow also weakened: net cash used in operating activities was $(228.0) million compared with net cash provided of $141.5 million in the prior-year quarter, driven by movements in finance receivables and working capital. The company ended the period with $1.81 billion in cash and cash equivalents and $7.25 billion in total assets. Shares outstanding were 105,268,302 as of April 30, 2026, and the quarterly cash dividend was $0.1875 per share.
FMR LLC filed an Amendment No. 1 to Schedule 13G/A reporting ownership of 51,013.34 shares of HARLEY‑DAVIDSON INC as of 03/31/2026. The filing lists sole dispositive power of 51,013.34 shares and a reported percent of class: 0.0%. The cover shows Abigail P. Johnson with shared reporting and signatures dated 05/05/2026. The amendment includes Exhibit 99 and references a power of attorney incorporated by reference.
Harley-Davidson, Inc. reported sharply weaker first quarter 2026 results despite stronger motorcycle demand. Consolidated revenue was $1.17 billion, down 12% from 2025, as a 54% revenue decline at Harley-Davidson Financial Services offset modestly lower Motor Company revenue.
Net income attributable to the company fell to $24.8 million from $133.1 million, and diluted EPS dropped to $0.22 from $1.07, reflecting lower margins and higher operating costs. HDMC shipments decreased 3%, but global retail motorcycle sales rose 8% and North America retail grew 14%, while global dealer inventories ended the quarter 22% lower than a year ago. The company reaffirmed its full-year 2026 guidance, including expected HDMC operating results between a $40 million loss and a $10 million profit, HDFS operating income of $45–$60 million, and a LiveWire operating loss of $70–$80 million.
Harley-Davidson Inc ownership disclosure: Vanguard Capital Management reports beneficial ownership of 5,955,697 shares of common stock, representing 5.32% of the class as of 03/31/2026. The filing shows sole power to dispose for 5,955,697 shares and sole voting power for 894,735 shares. The Schedule 13G is signed by Ashley Grim on 04/30/2026.
BlackRock, Inc. reports amended Schedule 13G ownership in HARLEY DAVIDSON INC. The filing shows beneficial ownership of 10,554,876 shares, representing 9.4% of the outstanding Common Stock as of 03/31/2026. The report lists sole voting power for 10,218,083 shares and sole dispositive power for 10,554,876 shares. The amendment was signed on 04/24/2026 by a BlackRock Managing Director.
Harley-Davidson is asking shareholders to vote at its virtual 2026 Annual Meeting on May 21, 2026. Investors will elect eight directors, approve an advisory say‑on‑pay vote, and consider an amendment to the 2020 Incentive Stock Plan to increase shares authorized for equity awards.
Shareholders will also vote on ratifying Ernst & Young LLP as auditor and on a shareholder proposal requesting a climate transition plan, which the Board recommends voting against. The company highlights a shift to an independent Chairman, a new CEO and refreshed board, plus a strategic HDFS transaction that sold about $6B of retail finance receivables, sold 9.8% of HDFS common equity to KKR and PIMCO, and enabled a $1B dividend to Harley‑Davidson in Q4 2025.